- Home
- /
- The Top 3 Ways to Automate your Sales Process
TOP 3 WAYS TO AUTOMATE YOUR SALES PROCESS
We all like making more sales right? However, processing the orders and getting paid is often not as fun. Handwriting orders or keying in orders manually is not efficient, and a manual sales order process like this does not enable your business to scale without adding extra resources.
Many businesses are heading into their busiest sales period of the year, so now is the time to implement your automated solution to minimise double handling your orders.
So how can you automate this process so that you and your sales team are free to go and make more sales?
The good news is that as a Fishbowl users there are simple solutions available today to help automate your sales which in turn will provide huge time savings for your business, and improves customer satisfaction.
As well as saving time, having an automated sales process can free up your business for additional sales opportunities and potentially open other sales channels for your business.
Read about the firsthand results from a client who has just gone live with Fishbowl. Their experience is a great example of the efficiencies that are available via automating your sales process with your Fishbowl.
The before vs. after is incredible …
BELLA BODIES
Bella Bodies have built a fantastic business off the back of producing great products. This has lead to a large volume of customer orders. What’s the problem I hear you say …
Problem
With multiple warehouses, a consumer and wholesale market and no dedicated inventory management software many tasks were manual and involved multiple spreadsheets.
There was duplication of work across order processing, inventory management and accounting, and these manual processes were both time consuming and presented opportunities for mistakes.
Solution
By reaching out to us at Fishbowl we could identify where the bottlenecks were in the chain, and after discussing the options the Bella Bodies team implemented a streamlined order processing system with Fishbowl at the heart of this.
Bella Bodies recently ran a promotion that resulted in a very high volume of orders. This was nothing new, but what was new was their automated sales process thanks to Fishbowl.
Results
In the past before having their automated Fishbowl process in their business, these high volume promotions would take a week or more to process and dispatch.
Now with Fishbowl in place the Bella Bodies team were able to process all of the orders in 2 days, without needing extra staff.
How good is that!
That could be you and your business. You already have the platform in place as an existing Fishbowl user, so why not take your Fishbowl to the next level by streamlining your customer order workflow.
WHAT ARE THE OPTIONS?
Top 3 Ways to Automate your Sales Process
Here are the top 3 ways that you can automate your sales processes with Fishbowl.
1 – SalesIn.com = The online sales tool for your mobile Sales Team & existing trade customers.
2 – Integrated eCommerce stores = Online sales tool for attracting and attaining new customers.
3 – EDI Integration = Automated order processing for major retailers.
Lets take a closser look at these top 3 automate sales tools.
1 – SalesIn.com
The Sales Rep App & Online B2B Order Portal for Fishbowl
ONLINE SALES TOOL FOR YOUR MOBILE SALES TEAM & EXISTING CUSTOMERS
SalesIn is an online sales app for your mobile sales team, and is also an online ordering platform for your existing trade customers.
Connecting the Fishbowl Inventory ERP to SalesIn is as simple as “Plug and Play”!
The integration between Fishbowl with SalesIn is free, and allows you to push your Fishbowl Products, Inventory availability, and even your Special Customer pricing over to SalesIn to allow your sales team take orders on the road, and to allow your existing customers to shop online on the B2B order portal.
HOW DOES SALESIN BENEFIT YOUR MOBILE SALES TEAM?
For those with traveling salespeople, you don’t want to slow them down with paperwork and reporting. You want them to be out there creating and closing sales opportunities.
To do this effectively you want your sales team to have all the information they need at their fingertips. This is where the SalesIn Sales Rep App comes into play!
SALESIN – MOBILE SALES REP APP
Here are some of the features that will be available for your sales team on the road:
- Schedule appointments.
- Showcase your products on an iOS device during appointments or at trade shows.
- View inventory availability, customer order history, and more.
- Create quotes, orders, and invoices in appointments.
- Create customer surveys for measurable feedback.
- Sync orders with Fishbowl
- Invite customers to shop with you on the online B2B order portal.
These online orders import into Fishbowl as a Sales Order, ready for your dispatch team to handle the order. No need to double handle them or re-enter them manually, the order is already in Fishbowl.
Book a personalised demo of SalesIn to see how you could benifit from this amazing sales tool.
WHAT IS THE SALESIN B2B ORDER PORTAL?
SalesIn B2B, is a simple and efficient B2B eCommerce platform designed to assist wholesalers and distributors in selling products to customers online 24/7 through a customized portal. When you are busy and can’t get in front of your customers, the B2B portal allows orders to keep flowing.
If you are a wholesaler, or sell to the trade, this is a zero disruption sales opportunity. It provides your customers with better service with the ability for them to place orders with you at a time that suits them. Perfect for repeat or top-up orders, freeing your sales team to chase new opportunities.
Think of the B2B portal as your 24/7 sales rep!
Some of the benefits and features when using the SalesIn B2B order portal are:
- Showcase your product range and hi-light promotions with a stunning product gallery that looks great on any device.
- Integrate the login page within your existing website.
- Restrict access for existing customers only via login requirements.
- Choose which products to display based on customer settings. Choose to hide or display collections.
- Customers see their own special pricing, stock availability and more.
- Automate the Sales Order creation in Fishbowl, eliminating double entry.
- Improved customer retention and satisfaction.
- Lower order processing costs.
- Better customer service experience via 24/7 ordering. Customers can place orders at any time convenient to them.
- Take orders from customers without being in front of them, or on the phone with them.
- Simple, smart, automated sales!
These online orders import into Fishbowl as a Sales Order, ready for your dispatch team to handle the order. If you are keen to get this set up for your business click the link below to see the 3 step guide to setting up your own B2B ecommerce store.
What do other Fishbowl + SalesIn users think:
“Awesome sales tool. Fully integrated to Fishbowl and function. Customer service and tech support team is professional and respond in prompt time. They have answer and know what they are doing. Nice work.”
Dean Jeong Hwoan YOON, NU Inc
Would you like a personalised demo of SalesIn? If so click here …
2 – Integrated eCommerce Stores
Online sales tool for attracting & attaining new customers
So we have covered how you can automate your orders with existing customers, but what if you want to cast the net wider and sell to others out there in the World. This is when an eCommerce solution comes into play.
eCommerce is similar to the B2B portal that we have talked about, but instead of requiring log in credentials, a pure eCommerce site allows anyone to shop with you.
Popular eCommerce platforms include Shopify, WooCommerce, Magento, Ebay, and Amazon, and the great news is that there is a plug and play integration for all of these to sync with Fishbowl.
So what does this mean? Here are some of the benefits of selling via an eCommerce site:
- Affordable marketing opportunities to attract and attain new customers.
- Diversify your sales channels, reducing business risk.
- Sell internationally without an on-ground sales team.
- Sell existing or new product lines, ranges, brands to these online customers.
- Able to scale sales quickly.
- A faster buying process, and can encourage impulse purchasing.
- Remarketing and retargeting opportunities,
What do our Fishbowl eCommerce users say:
Fishbowl has definitely brought everything together and it’s also helpful that we’ve got Fishbowl within our 3 businesses because we’re able to use it together and the visibility of the inventory and where everything is at with the sales orders, and the access to the data and reports that we can create from it just make it all so much easier to handle.
ALEX PALLOT, IT MANAGER
EVERTEN GROUP
The Everten Group was one of Australia’s first online kitchenware retailers and now houses several businesses which rely on Fishbowl intimately to ensure all online orders are fulfilled both nationally and internationally. Click here to read more about Everten’s experience with Fishbowl.
3 – EDI IntegratION
The Big Box Sales Tool
Do you sell to “Big Box” retailers such as Bunnings, the supermarkets, or major national retailers? If so chances are you will have seen requests from these retails for you to have an EDI Integration.
What is an EDI integration? EDI stands for “Electronic Data Interchange”, and it is a method of automating the exchange of order information, inventory availability, and order status.
Sometimes, having an EDI integration is a prerequisite in order to deal with these major retailers, this can be a barrier for many businesses, the good news is that Fishbowl has this covered with EDI integration available.
If you would like to talk to us about how you can set up and EDI integration with your major retail customers please click the link below to have a chat with the Fishbowl solutions team. There are options available depending on which retailers you sell to, and if you sell to one or multiple retailers that require EDI integrations.
Let Us Help You
Automating your sales process is a smart way to free up valuable resources, and to enable a multi channel sales system. We saw this as being invaluable during the multiple lockdowns over the past 2 years. Those businesses that reacted quickly have excelled through the turmoil by quickly utilising integrated solutions around their Fishbowl Inventory platform.
If you would like to have a chat with one of the Fishbowl Solution Specialists then click below to book a chat. We will talk through the ways that we can help you to automate your sales process, and discuss the other advantages that Fishbowl Inventory, the World leading ERP, can bring to your business.
CONTACT US
Fishbowl USA is celebrating its 20th anniversary this year.
That’s right, Fishbowl has enjoyed 20 years of product development, 20 years of innovation, 20 years of customer experiences, and 20 years of employee knowledge.
In November this year Fishbowl Inventory Asia Pacific will also be celebrating its 10th anniversary in the Asia Pacific market!
We look forward to continuing this experience with you for many more years to come.
1300 785 755 (AU) or 0800 785 755 (NZ)
solutions@fishbowlinventory.com.au
www.www.fishbowlinventory.com.au